Exact Logo

Powerful Purchase Order Management and Invoice Authorization For Exact

Control, track, and report on spend easily. Approve purchase orders with real-time budget visibility to make efficient decisions. Streamline approval workflows. Automate AP with OCR and AI technology. All without increasing your Exact user count.

Exact Integration

How It Works

1

Connect With Exact With Just One Click

Import your Exact data and be ready to manage your procurement processes more efficiently immediately.

Exact Connect To PLANERGY

2

Powerful Purchase Order Management

Request, approve, and manage purchase orders efficiently from anywhere on any device in PLANERGY’s cloud app with no user access to Exact required.

3

Accounts Payable Invoice Matching Automation

Match invoices against the POs in PLANERGY to eliminate incorrect payments from fraud or manual error with full tracking of all records and relevant documents.

4

Exact Integration - Post Invoices

Authorized Invoices With Relevant Documents in Exact

Automatically generate bills in Exact for all authorized invoices. Data is imported but still editable by your accountant before they process the payment.

Why Use PLANERGY with Exact

Purchase Order Management with Powerful, Customizable Approval Workflows

Control, track, manage, and report on spend efficiently from anywhere. Automate the process and ensure compliant purchasing.

Budget Management

Budget Control and Spend Management

Manage expenditure against your budgets ensuring no overspends and give your purchase approvers remaining budget information to make better decisions faster.

Automatically Enforce 2- or 3-Way Matching Compliance

Match invoices against purchase orders and delivery slips to ensure accurate, fast, and effective invoice processing. Only authorized invoices go to Exact for payment.

Centralize Your Processes and Remove Paper or Excel Based Problems

Store all your data and documents in one powerful cloud based procurement app accessible from anywhere. Remove the opportunity for manual errors and lost data tripping you up.

Track and Categorize Spend Easily

GL Code, projects, departments, user, supplier, and even optional custom fields give you all the information you need. Our powerful filterable, exportable, and customizable reports engine puts all the data at your fingertips at the push of a button.

Leave Exact to Your Accounting Team

Keep access separate so you only need to give access to Exact to your accountants while PLANERGY’s powerful user permissions engine allows you flexibility to control access.

Spend Management and AP Automation Software for Exact

Fits into current workflows by seamlessly integrating with the software you use already